Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Aoris International Fund Matthew Berry | “RELX provides data, analytics and decision-making tools for professional users in the science, academia, legal, risk and insurance industries. RELX owns and curates large bodies of proprietary and authoritative content, which has become more valuable as the internet is largely exhausted as a training resource for AI models. Legal work is especially well-suited to generative AI because it's language-intensive, but also an area where accuracy matters. Just two and a half years after launch, around half of its legal customers have subscribed to its premium AI offering. Interestingly, the legal business is now the company's fastest-growing division and accelerated its organic revenue growth over the last five years from 2–3% to 9%. The manager has added to the position where mispricing is believed to be meaningful.” | BULL | Q2 2026 Jul 23, 2026 | View Pitch |
Brown Capital Management International All Company Fund Portfolio Manager | “The manager is highly positive on RELX's subscription-heavy model and its proactive adoption of generative AI through Lexis+ AI. By training large language models on its vast proprietary database, the company delivers high-value legal automation tools that reduce errors and justify premium pricing.” | BULL | Q2 2023 Jun 30, 2023 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
